A company uses Dynamics 365 Business Central.
When users create sales documents, the system must display an alert that shows the customer's remaining credit. The alert must also notify the user if the customer has any overdue payments.
You need to configure a credit limit and overdue payment warning.
What should you do?
A.Configure the Block Customer field.
B.Configure the Late Payment Predict extension.
C.Select Both Warnings in the Credit Warnings field.Correct
D.Enable the Exact Cost Reversing Mandatory field.
Explanation
The Credit Warnings field on the Sales & Receivables Setup page controls the notification shown when a sales document is entered for a customer who exceeds the credit limit or has an overdue balance. Choosing Both Warnings shows a single alert covering the remaining credit and any overdue amounts. The Blocked field stops transactions instead of warning, Late Payment Prediction only predicts whether an invoice will be paid late, and Exact Cost Reversing Mandatory concerns returns costing.
You configure a cloud-based printer in Dynamics 365 Business Central.
Purchase orders printed by users must automatically print to the cloud-based printer.
You need to create a setup record for the user, report, and printer combination.
On which page should you create the setup record?
A.Printer SelectionsCorrect
B.Printer Management
C.Report Layout Selection
D.Report Selection - Purchase
E.Document Sending Profiles
Explanation
The Printer Selections page holds records that combine a User ID, a Report ID and a Printer Name, so a specific report prints to a specific printer for a specific user. Printer Management lists and sets up printers and can set a general default, but the per user and per report combination is stored on Printer Selections. Report Layout Selection and Report Selection - Purchase choose layouts and which report is used for a document, and Document Sending Profiles control how documents are sent to customers.
You are implementing Dynamics 365 Business Central Online.
Users must be added to Business Central for the first time.
You need to add the users.
Which action should you use?
A.Get New Users from Microsoft 365
B.Create a new entry on the User Setup page
C.Update Users from Microsoft 365Correct
D.Import User Groups
Explanation
In Business Central online, users are created in Microsoft 365 and imported with the Update Users from Microsoft 365 action on the Users page, which is recommended when setting up Business Central before anyone signs in. Get New Users from Microsoft 365 was an older action name that no longer exists. The User Setup page only configures posting periods and approval settings for existing users, and importing user groups does not create users.
You are setting up approval workflows in Dynamics 365 Business Central.
You need to configure approver limits.
Which approver limit types should you use? To answer, drag the appropriate approver limit types to the correct requirements. Each approver limit type may be used once, or not at all.
NOTE: Each correct selection is worth one point.
Explanation
Direct approver sends the request only to the requester's approver set in the Approver ID field on the Approval User Setup page, regardless of the approval limits. Specific approver sends the request to the user named in the workflow response options, also regardless of the amount. First Qualified approver goes up the approver chain from the Approval User Setup and sends the request to the first user whose approval limit covers the amount. Approver Chain is not used because it requires approval from every approver in the chain until a sufficient limit is reached, not from one qualified user.
A company uses Dynamics 365 Business Central.
The company wants to print financial statements by using a cloud-based printer.
You need to recommend the type of printer the customer should install.
Which type of printer should you recommend?
A.EmailCorrect
B.System
C.Client default
D.Server default
Explanation
Business Central online prints to cloud printers that are set up through extensions, such as Email printers and Universal Print printers. An Email printer sends the print job as an email attachment to a cloud-enabled printer's address. System, client default and server default printers depend on printers installed on a local or server machine, which Business Central online does not use.
You create a test instance of Dynamics 365 Business Central and enter transactions for testing purposes. You create a production company instance in the same Business Central environment.
You need to copy the setup and master data from the test instance to the production instance without copying transaction data.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A.Use the Run Migration Now function from Cloud Migration Management
B.Create and export a configuration package from the source company. Next, import into the destination companyCorrect
C.Use the Copy Data from Company function from the Configuration Worksheet pageCorrect
D.Use the Copy function from the Companies page
Explanation
A configuration package lets you pick only the setup and master data tables, export them from the source company and import them into the destination; posted entries cannot be imported this way anyway. The Copy Data from Company action on the Configuration Worksheet copies the data for the tables listed in the worksheet from another company in the same environment, so you choose which setup and master tables are copied. The Copy action on the Companies page duplicates the whole company, including transactions, and cloud migration moves data from an on-premises system rather than between companies.
You are creating companies for multiple customers in the cloud-based version of Dynamics 365 Business Central by using the assisted setup guide.
You need to create new companies.
Which templates should you use? To answer, drag the appropriate templates to the correct requirements. Each template may be used once, more than once, or not at all.
NOTE: Each correct selection is worth one point.
Explanation
Evaluation - Sample Data creates a company like the demonstration company, with both sample data and setup data. Create New - No Data creates a blank company without any setup data, for setting everything up from scratch. Production - Setup Data Only creates a company like My Company, with setup data such as a chart of accounts and payment methods but no sample data.
You are implementing Dynamics 365 Business Central for a customer.
The customer wants to upload starting entries for all master data through a general journal on the last day of the current month.
You need to upload the data according to this requirement.
Which three functions should you select? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A.Vendors Opening balanceCorrect
B.G/L Accounts Opening balanceCorrect
C.Calculate Inventory
D.Get Standard Journals
E.Customers Opening balanceCorrect
Explanation
Opening balances for G/L accounts, customers and vendors are all brought in as starting entries through general journal lines, so each of these functions uploads opening data for its master data type via a general journal. Calculate Inventory works in the item journal or physical inventory journal, not a general journal, so it does not meet the requirement. Get Standard Journals only inserts saved recurring journal templates and does not create opening balances.
You are setting up and testing a workflow with approval hierarchy in Dynamics 365 Business Central.
In Approval User Setup, you configure the following users:
| User | Approval limit | Comments |
| --- | --- | --- |
| User1 | $500 | |
| User2 | $1,000 | |
| User3 | $5,000 | |
| User4 | | User4 is configured as a direct approver for User1. |
You create and enable an approval workflow. You configure the workflow to use the approver limit type Approver Chain.
To test the workflow, User1 creates a purchase order for $1,100 and runs the Send Approval Request function.
You need to identify the actions that occur when the workflow runs.
Which set of actions occurs?
A.User4 will receive an approval request. Once approved, the purchase order is released.Correct
B.User3 receives an approval request. Once User3 approves the request, the purchase order is released.
C.User2 will receive an approval request. Once User2 approves the request, User3 will receive an approval request. Once User2 and User3 approve the request, the purchase order is released.
D.User1 will receive an approval request. Once User1 approves the request, User2 must approve the request. Once User2 approves the request, User3 must approve the request. Once User3 approves the request, the purchase order is released.
E.User3 will receive an approval request. Once User3 approves the request, the request is routed to User4 for approval. Once User4 approves the request, the purchase order is released.
Explanation
With the Approver Chain limit type, approval request entries are created for all of the requester's approvers, following the Approver ID set in Approval User Setup, up to and including the first qualified approver. User1's approver is User4, so the request goes to User4. User4 has no approver above them in the setup, so User4 is the final approver, and once User4 approves, the purchase order is released. Options B, C and E route the request to User2 or User3 based on amount limits alone, but the chain follows the Approver ID hierarchy, and neither User2 nor User3 is in User1's approver chain. Option D is wrong because the requester never approves their own request.
A company implements Dynamics 365 Business Central.
The database contains very few posted entries. You observe that Global Dimension 1 is configured incorrectly.
You need to run the Change Global Dimensions function in Sequential mode to replace Global Dimension 1.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Explanation
You open the Change Global Dimensions page and keep the default Sequential mode, which suits a company with few posted entries. Then you enter the new dimension in the Global Dimension 1 Code field and choose Start, which updates all entries in one transaction. Finally you sign out and sign back in so your session picks up the new global dimension. Prepare is only used in Parallel mode, before the background sessions run.
A customer has premium licenses for Dynamics 365 Business Central.
You need to make all actions and fields for the Manufacturing and Service modules available to users.
What should you do?
A.Assign the D365 BUS FULL ACCESS permission set to users.
B.Select the Premium option in the Experience field on the Company Information page.Correct
C.Assign SUPER permission sets to users.
D.Assign the D365 BUS PREMIUM permission set to users.
E.Select the Custom option for the Company Badge field on the Company Information page.
Explanation
The Experience field on the User Experience FastTab of the Company Information page controls which features show in the company. Premium shows all actions and fields, including Manufacturing and Service Management, while Essentials hides them. Permission sets such as D365 BUS FULL ACCESS, D365 BUS PREMIUM or SUPER control what each user may access, but they do not reveal pages the Essentials experience hides. The Company Badge only changes the visual label of the company.
You manage several companies within one Dynamics 365 Business Central database. Most users work in only one of these companies, where they have a specific role.
You need to set up security according to company requirements.
Which setup should you use? To answer, drag the appropriate setups to the correct requirements. Each setup may be used once, more than once, or not at all.
Explanation
Assign a role center to a user: on the User Personalization (User Settings) page you set the user's Profile ID, and the profile determines the Role Center. Define the active profiles for a company: on the Profiles (Roles) page you select Enabled for the roles users can choose and choose which profile is the default. Allow users to work only within their own company: when you assign permission sets to a user or a security group, you can fill in the Company field so the permissions apply only in that company. Set record security to limit user rights to view data from a table: permission sets and their permissions define read, insert, modify and delete rights per table, including security filters on records.
You are implementing Dynamics 365 Business Central.
The purchasing manager wants to implement an approval system by using email notifications.
You need to set up the notification system.
Which setup should you use? To answer, drag the appropriate setup to the correct actions. Each setup may be used once, more than once, or not at all.
Explanation
Specify an approval administrator: the Approval Administrator field is on the Approval User Setup page, and only one user can hold it. Specify how the user receives notifications: Notification Setup sets the notification method per user and notification type, such as email or an internal note. Specify weekly notifications: Notification Schedule sets when notifications are sent, with recurrence options such as instantly, daily, weekly or monthly. Workflow response options set the content and rules of a single workflow response, not a user's delivery method or timing.
A customer is using Dynamics 365 Business Central.
The customer is currently sending quotes and invoices using postal services. The customer wants to begin sending quotes and invoices by email directly from Business Central.
You need to configure outbound email.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A.Add an email account that uses the SMTP connector.Correct
B.Run the Set up your Business Inbox in Outlook assisted setup tool.
C.Run the Set up email logging assisted setup tool.
D.Run the Set Up Email assisted setup tool.Correct
Explanation
Outbound email in Business Central comes from email accounts. You can add them with the Set Up Email assisted setup guide using the Microsoft 365 or Current User connector, or with the SMTP connector, which sends through your SMTP mail server. Business Inbox in Outlook lets users work with Business Central from within Outlook but doesn't configure sending from Business Central. Email logging tracks email exchanges with contacts, so it doesn't send documents either.
A company uses Dynamics 365 Business Central to record payments for vendors. All payment records include similar data elements.
You are onboarding a new vendor. You must create a unique number series for payments from the vendor. No other vendors will use the new number series.
You need to configure the system.
What should you use?
A.Vendors
B.General Journals
C.General Journal templateCorrect
D.Payment journals
E.Workflow
Explanation
Number series for journal postings are assigned through journal templates and their batches, not on the vendor card. Setting up a dedicated general journal template, with its own batch and No. Series, gives this vendor's payments a number series that no other vendor uses, while keeping the same journal structure for the similar payment data. The vendor card has no field for a payment number series, and a workflow handles approvals and notifications, not numbering. Simply opening the General Journals or Payment Journals pages does not define a separate number series.
A company is implementing Dynamics 365 Business Central.
You need to create a new company that is configured similarly to an existing company. The existing company has data that must be used as a template for the new company.
Which tools should you use? To answer, drag the appropriate tools to the correct requirements. Each tool may be used once, more than once, or not at all.
Explanation
Assisted Setup guides you through the first essential setup of a company, such as entering the company name and basic information. The Configuration Questionnaire organizes setup into question areas that you work through in order and answer, then apply, so you track which setup steps are done. RapidStart Services lets you put the existing company's setup data into a configuration package and apply that package to the new company in one process, which is exactly what is needed to use an existing company as a template.
You are implementing Dynamics 365 Business Central. You create a role center page for all users.
Users must not be allowed to personalize the page.
You need to configure the system.
Which three actions should you perform? Each correct answer presents part of the solution.
A.On the Profiles (Role) page, select the profile and select the User as the default profile option.Correct
B.On the User card, set the status to Disabled.
C.On the Profiles (Role) page, select the profile and select the Show in Role Explorer column.Correct
D.On the Profiles (Role) page, select Enable the profile. Disable all other profiles.
E.On the Profiles (Role) page, select the profile and select the Disable Personalization option.Correct
Explanation
On the Profiles (Roles) page, Use as default profile makes the profile apply to all users who are not assigned a specific role, Show in Role Explorer exposes the profile's features in the role explorer, and Disable personalization prevents users of the role from personalizing their workspace. Disabling all other profiles is unnecessary and would remove roles other users may still need. Setting a user's status to Disabled blocks the user from signing in, which has nothing to do with personalization.
You need to configure security for Dynamics 365 Business Central objects.
Which permission or set of permissions is allowed for each type of object? To answer, drag the appropriate permissions to the correct object types. Each permission set may be used once, more than once, or not at all.
Explanation
Only the Table Data object type carries the data permissions Read, Insert, Modify, and Delete, because these control access to the records stored in a table. The Table object itself, Page objects and System objects can only be granted Execute permission, which controls whether the object can be run or opened. A common mistake is giving the Table object RIMD; data access is controlled through Table Data instead.
You are implementing Dynamics 365 Business Central.
The accounting manager wants to set up a complete Purchase Document Approval system with an approval hierarchy that meets the following requirements:
- Sara processes all purchase orders. Any purchase orders that Sara processes must be approved.
- Michelle can approve purchase orders up to $10,000.
- Shawn can approve the orders up to $50,000.
- Purchase orders above $50,000 must be approved by Remy.
You need to create the hierarchy.
Which hierarchy setup should be used for each limit?
Explanation
In approval user setup each user points to the next approver in the chain, and amounts above a user's limit escalate to that approver. For Unlimited, Remy is the top of the hierarchy, so Remy is set up with unlimited approval and no approver above him. For Purchase orders up to $50,000, Shawn has a $50,000 limit and escalates to Remy for anything larger. For Purchase orders up to $10,000, Michelle has a $10,000 limit and escalates to Shawn. For Everything must be approved, Sara's orders always require approval, so Sara is an approval user whose approver is Michelle, the first level of the chain.
You are implementing Dynamics 365 Business Central Online for a company. The company is migrating from a previous version of Business Central.
The company wants to migrate historical financial information from the previous fiscal year into the new database, including all analytical information.
You need to migrate data, including analytical information, by using a configuration package.
Which three steps should you use? Each correct answer presents part of the solution.
A.Create a configuration package. Then select the appropriate table.Correct
B.Export the table from the configuration package to Microsoft Excel. Adjust the file to include dimension information. Import the updated Excel table.Correct
C.Select the Dimensions as Columns field. Include all the dimension fields in the configuration package.Correct
D.Export the configuration package.
E.Assign a data template to the configuration package.
Explanation
You create a configuration package and add the table that holds the financial data, then turn on Dimensions as Columns for that table so the dimension (analytical) values become columns in the package. You then export the table to Excel, fill in the dimension values alongside the data, and import the updated workbook back into the package before applying it. Exporting the whole package as a file only moves the package definition, and a data template supplies default field values for master records, not historical dimension data.
Verifying access...
Access Required
You need to purchase this exam to access practice mode
Unlock a few more questions every day for 300 points you earn free on
Godlike Academy. Everything you unlock with the Daily Climb stays open for 7 days after your last unlock.